Financial Services

INSPIRED TO PLAN FOR LIFE’S JOURNEY

What do the fundamentals tell us about the markets?

Learn how the Eide Bailly Financial Services Investment Committee uses an academic approach to investing for client-focused portfolios.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Opportunities and challenges, successes and failures—life changes quickly. And thinking about finances can be overwhelming. But guidance from a trustworthy advisor can offer you peace of mind. From growing your family to planning for retirement, financial advisors can help you confidently approach each season of life.

 

Eide Bailly's professionals are committed to helping you define what matters most today, while anticipating your needs for tomorrow. Our financial planning and investment services can be tailored to your needs so you reach your goals. We're your first call when you need help, and we'll be by your side to ensure your dreams become reality.

Latest Insights

January 13, 2020
Article
The SECURE Act is now law and involves significant changes to the laws governing financial saving for retirement. Learn more about those changes and new opportunities here.
January 1, 2020
Article
The IRS just increased the annual contribution limits on IRAs, 401(k)s and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.
December 9, 2019
Article
In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger.
November 1, 2019
Video
Join our Director of Investment Strategy, Daren Pladson, CIMA, as he explains; what a Bond is, the three most common types of bonds and how we at Eide Bailly Financial Services use bonds to further diversify our client's portfolios.
November 1, 2019
Video
Join our Director of Investment Strategy, Daren Pladson, as he breaks down the differences and similarities between Exchange Traded Funds (ETF's) & Mutual Funds, and how we at Eide Bailly Financial Services use each product to help diversify our …
October 17, 2019
Article
Volatility is a regular occurrence when investing, so why is it so hard to ride it out without making knew-jerk decisions? Here’s why you should stay patient in troubled times.
October 16, 2019
Article
Financial planning can help you develop a clear picture of your financial situation, so you can better focus on your goals.
October 7, 2019
Article
Are you financially ready for retirement? You may be surprised by these lifestyle facts.
September 10, 2019
Article
Funding your buy-sell agreement with life insurance is a great way to ensure your family or estate receives the full value of your ownership interest.

Contact

Brad M. Kelley
Brad M. Kelley
Principal-in-Charge of Financial Services
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Check the background of this firm on FINRA's BrokerCheck.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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